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Re: aleajactaest post# 240968

Friday, 02/27/2015 1:24:56 PM

Friday, February 27, 2015 1:24:56 PM

Post# of 249303
alea we agree nearly 100%.

Solms would not have put the resources into further development of VSC if he did not see the demand present in the enterprise authentication marketplace for a better more cost-effective solution. All solution designers need to percieve demand or potential demand otherwise there's no point in acting.

So I think Solms has a better chance of success than his predecessor. Because he has adopted a demand-side model. Having said that, he seems to be having a difficult time enticing customers. So there's clearly plenty of resistance to tpms whoever is in charge and whatever they do.

Based on comments in the Q3 call including those below it sounds a good deal like VSC 2.0 is enticing customers and since that was approaching four months ago, 10 gets you 1 the number has grown significantly past 100. We are still waiting for the first big VSC PO to arrive, however I am not betting against it coming.

Currently we have, you know, somewhere in the range of 100 virtual smart card opportunities that we’re pursuing in various stages. The interesting thing about that is that’s not cannibalizing off of other products and services that we would have been selling. That’s all additive to what we already have been doing as a business, and on top of that you know, with this increased marketing campaign that we’ve just done, we’re really looking to drive up the demand generation for that product in particular.
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